Reports | May 1, 2020

2020 Corporate Sustainability Report

This Segal Marco Advisors sustainability report is our way of looking at ourselves, at the work we provide to our clients, at the neighborhood in which we live and of letting you know that sustainability is an intrinsic part of who we are.

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Sustainability at Segal Marco

Segal Marco has long promoted sustainable solutions in its work with clients.

We research and work with tested investment managers who can provide lasting results for clients without taking on too much risk. We assist clients in developing portfolios in a way that considers a plan’s long-term prospects—not just current trends or performance. We value sustained relationships with clients that last through all kinds of markets.

It’s a way to help our clients offer security for their plan participants and to achieve whatever are their investment goals and objectives.

Sustainability also means making sure that the managers we work with are evaluating environmental, social and governance factors in their processes—or why they do not.

It is demonstrated in Segal Marco’s corporate governance services for clients, in which we engage companies on corporate governance and vote proxies on behalf of clients.

But sustainability is not just something we think about for our clients

It's central to how we run our own business and how we treat our employees. We believe that managing our firm in a sustainable way means supporting employee development, fostering a diverse workplace, and promoting workplace wellness initiatives. It means incorporating environmental responsibility, community engagement and labor impact into the firm’s decisions.

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Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

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